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Tax Strategies for the High-Income Individual

Monday, June 5Thursday, June 8
Timely Insights. Deeper Understandings. Connect With Tax Professionals.

All Access Pass gives you more!

Access to all four days of ENGAGE 23 tracks and sessions, a pre-conference workshop on Sunday afternoon, and ENGAGE+ learning after the event. Earn up to 44 CPE credits.
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Timely Insights. Deeper Understandings. Connect With Tax Professionals.

Tax Strategies for the High-Income Individual track offers strategies to better connect with your clients and grow your practice. You’ll leave with a richer understanding of your clients’ motivations and needs to help drive better outcomes.

Evolve your expertise and strengthen your client relationships with:

  1. Coverage of critical tax topics selected by the profession’s leaders
  2. Strategies to match your clients with the right type of planning services
  3. Exposure to new business models, client fee structures and other practice refinements
  4. Current tax regulation updates in a rapidly changing landscape

Who will be there?

  1. CPAs specializing in tax for HNW clients
  2. Tax attorneys
  3. Investment advisers
  4. Financial planners
  5. Bank trust officers
  6. Insurance agents
  7. Family office managers
  8. Philanthropy specialists

Let the Tax Strategies for High Income Individuals track support your evolution plan.

Key topics include:

  1. Individual Tax and Business Tax Updates
  2. Planning in Advance of the 2025 Sunset of the TCJA
  3. Cash is King! Maximizing Credits, Especially the New Energy and Environmental Credits
  4. Solving Staffing with Automation and Offshoring
  5. 1031 Exchanges
  6. Multi-Disciplinary Teaming in Advisory Services
  7. Tax Consequences of Education Planning: From Distribution Planning to Loan Forgiveness
  8. Current Guidance from the IRS National Taxpayer Advocate

See the details on these and the other 51 sessions that make up the Tax Strategies for High Income Individuals (TAX) track.